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Personal Representative 1040

Opfor77
Level 4

Client died.  Son is personal representative (no executor named).  How/where, specifically, do i input his info so it shows on the return, and he can sign for e-file, etc?

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4 Comments 4
Just-Lisa-Now-
Level 15
Level 15

If there's a refund, the 1310 would ask for his information, if no refund, his name doesnt go anywhere that Im aware of.


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Opfor77
Level 4

So would I have him sign his name, then "personal representative" on 8879 to efile?

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Just-Lisa-Now-
Level 15
Level 15

yes


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BobKamman
Level 15

If there is a court appointment, "personal representative" in some states is just another (modern) way of saying "executor."  If the son is acting without a court appointment, IRS instructions ask that the person signing be identified as "personal representative."